重要内容提示： 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 25,894股。 证券代码：688376 证券简称：美埃科技 公告编号：2026-001 美埃（中国）环境科技股份有限公司 关于 2024 年限制性股票激励计划 第一次预留授予部分 第一个归属期归属结果暨股份上市公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 本次股票上市流通总数为25,894股。 本次股票上市流通日期为2026 年 1 月 27 日。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司相关业务规定，美埃（中国）环境科技股份有限公司（以下简 称"公司"）于近日收到中国证券登记结算有限责任公司上海分公司出具的《证券变 更登记证明》，公司已完成 2024 年限制性股票激励计划（以下简称"本激励计划"） 第一次预留授予部分第一个归属期的股份登记工作。现将有关情况公告如下： 一、本次限制性股票激励计划归属的决策程序和信息披露情况 （一）2024 年 8 月 26 日，公司第二届董事会薪酬与考核委员 ...

Group 1 - The environmental equipment sector saw a slight increase of 0.33% on January 20, with Hengyu Environmental leading the gains [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Key stocks in the environmental equipment sector showed varied performance, with Hengying Environmental closing at 27.33, up 5.68%, and Meai Technology at 78.70, up 3.72% [1] Group 2 - The environmental equipment sector experienced a net outflow of 138 million yuan from main funds, while retail investors saw a net inflow of 143 million yuan [2] - The trading volume for key stocks included Longyuan Technology at 24.53 million shares, down 3.88%, and Chuangyuan Technology at 45.18 million shares, down 2.60% [2] - The stock performance of major companies showed mixed results, with Meai Technology having a net inflow of 29.49 million yuan from main funds, while retail investors had a net outflow of 26.63 million yuan [3]

Group 1 - The core viewpoint of the news is that Meiyetech has experienced a significant stock price increase, rising 6% on January 19, reaching 80.77 CNY per share, with a total market capitalization of 10.922 billion CNY and a cumulative increase of 29.31% over three days [1] - Meiyetech, established on June 21, 2001, and listed on November 18, 2022, specializes in the research, production, and sales of air purification products and atmospheric environmental governance products, with 90.18% of its revenue coming from cleanroom air filtration and clean wall and ceiling system products [1] Group 2 - From the perspective of fund holdings, one fund under Nuoan Fund has heavily invested in Meiyetech, with the Nuoan Lixin Flexible Allocation Mixed A fund holding 167,700 shares, accounting for 2.63% of the fund's net value, ranking as the tenth largest holding [2] - The Nuoan Lixin Flexible Allocation Mixed A fund has generated a floating profit of approximately 766,400 CNY today and a total of 2.8963 million CNY during the three-day price increase [2] - The fund manager, Zhao Sen, has been in position for 3 years and 182 days, with the fund's total asset scale at 442 million CNY and a best return of 67.02% during his tenure [2]

Industry Overview - The medium filter is an industrial water treatment device that utilizes materials like quartz sand, activated carbon, and anthracite to remove suspended solids, colloids, microorganisms, and organic matter from water, achieving turbidity reduction to below 3-5 NTU [2][4] - The core principle of medium filters is "deep filtration," which involves a gradient filtering effect that extends the lifespan of filter media and reduces backwash frequency [2][4] Market Size - In 2024, the market size of China's medium filter industry is projected to be approximately 34.474 billion yuan, representing a year-on-year growth of 4.48% [1][6] - The industrial wastewater treatment market in China is expected to reach about 146.3 billion yuan in 2024, with a year-on-year growth of 7.74% [5][6] Industry Chain - The upstream of the medium filter industry includes raw materials such as quartz sand, activated carbon, and various filter media, while the midstream involves the manufacturing of medium filters [4] - The downstream applications encompass industrial water treatment, municipal water supply, food and beverage, pharmaceutical chemicals, and landscape pools [4] Key Companies - Meiyu Technology focuses on air purification and has developed a split-type reinforced filter core design, achieving a revenue of 1.486 billion yuan in the first three quarters of 2025, a year-on-year increase of 23.64% [8][9] - Hekeda specializes in multi-media filters combined with ultrafiltration and reverse osmosis, reporting a revenue of 168 million yuan in the first three quarters of 2025, a staggering year-on-year growth of 2932.86% [10][11] Industry Development Trends 1. The market is shifting towards refined application scenarios and enhanced treatment requirements, driving continuous expansion and segmentation [12] 2. Technological iterations are accelerating, focusing on smart, efficient, and composite materials, with a trend towards intelligent control and multi-layer composite media [12] 3. As the market matures, the competitive landscape is transitioning from "equipment suppliers" to "system solution service providers," emphasizing integrated services and lifecycle management [12]

Strong Stocks - As of January 16, the Shanghai Composite Index fell by 0.26% to 4101.91 points, the Shenzhen Component Index decreased by 0.18% to 14281.08 points, and the ChiNext Index dropped by 0.2% to 3361.02 points. A total of 67 stocks in the A-share market hit the daily limit up [1] - The top three strong stocks based on current consecutive limit up counts and daily trading data are: Wulian Development (600058), Kangqiang Electronics (002119), and Datang Telecom (600198) [1] - Detailed data for the top 10 strong stocks includes: - Wulian Development (600058): 2 consecutive limit ups, turnover rate of 0.39%, and a closing price of 5872 - Kangqiang Electronics (002119): 2 consecutive limit ups, turnover rate of 19.25%, and a closing price of 15.4 - Datang Telecom (600198): 2 limit ups in 3 days, turnover rate of 9.39%, and a closing price of 13.9 [1] Strong Concept Sectors - The top three concept sectors with the highest increase in A-shares are: Storage Chips, National Big Fund Holdings, and Advanced Packaging, each with a rise of 4.07% [2] - The detailed performance of the top 10 concept sectors includes: - Storage Chips: 4.07% increase - National Big Fund Holdings: 4.07% increase - Advanced Packaging: 3.53% increase - Other notable sectors include: SMIC International Concept (3.44%), Lithography Machines (3.28%), and Third Generation Semiconductors (3.23%) [3]

Group 1 - The environmental equipment sector increased by 1.83% on January 16, with Meiyetech leading the gains [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] - Meiyetech's stock price rose to 76.20, marking a 20.00% increase, with a trading volume of 57,000 shares and a transaction value of 414 million yuan [1] Group 2 - The environmental equipment sector saw a net inflow of 183 million yuan from main funds, while retail investors experienced a net outflow of 1.78 billion yuan [2] - The top stocks by main fund inflow included Meiyetech with 69.13 million yuan and Chuangyuan Technology with 53.04 million yuan [3] - Retail investors showed significant outflows, particularly in Chuangyuan Technology, which saw a net outflow of 70.82 million yuan [3]

Market Overview - The market opened high but closed lower, with all three major indices declining. The Shanghai Composite Index fell by 0.26% to 4101.91 points, the Shenzhen Component Index dropped by 0.18%, and the ChiNext Index decreased by 0.2%. Over 2900 stocks in the market experienced declines [1]. Sector Performance - The semiconductor industry chain showed strong performance, with Longji Technology hitting a five-year high and stocks like Meiying Technology, Kangqiang Electronics, and Shenghui Integration also reaching their daily limit [1]. - The storage chip concept saw continued gains in the afternoon, with stocks like Baiwei Storage and Jiangbolong reaching historical highs [2]. - The humanoid robot concept rose, with stocks such as Wuzhou Xinchun and Fangzheng Electric hitting their daily limit [3]. - The power grid equipment sector was active, with stocks like Siyuan Electric and Guangdian Electric also reaching their daily limit [4]. Declining Sectors - The oil and gas sector, along with AI applications, faced significant declines. The AI application sector experienced a wave of limit-downs, affecting stocks like Xinhua Du, Tianxiao, Yili Media, Vision China, Xinhua News, and People's Daily [5]. - The total trading volume in the Shanghai and Shenzhen markets reached 3.03 trillion yuan, an increase of 120.8 billion yuan compared to the previous trading day [5]. Notable Stocks - Zhongji Xuchuang had a trading volume of over 23.3 billion yuan, leading the market, while TBEA had a trading volume of nearly 22.9 billion yuan. Other notable stocks with trading volumes exceeding 15 billion yuan included Xinyisheng, Industrial Fulian, and Luxshare Precision [5]. - Specific stock performances included: - Zhongji Xuchuang: 617.00 yuan, down 1.28% [6] - TBEA: 27.73 yuan, down 2.67% [6] - Xinyisheng: 397.19 yuan, down 0.70% [6] - Industrial Fulian: 63.00 yuan, up 4.20% [6] - Luxshare Precision: 58.08 yuan, up 1.24% [6] - Zhaoyi Innovation: 280.46 yuan, up 10.00% [6]

Market Overview - The market opened high but closed lower, with the Shanghai Composite Index down 0.26%, the Shenzhen Component Index down 0.18%, and the ChiNext Index down 0.2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 3.06 trillion yuan, an increase of 118 billion yuan compared to the previous trading day, with over 2,900 stocks declining [3] Semiconductor Sector - The semiconductor industry chain showed strong performance, with stocks like Changdian Technology hitting the daily limit and reaching a five-year high. Other stocks such as Meige Technology, Kangqiang Electronics, and Shenghui Integration also hit the daily limit [5] - The storage chip concept continued to rise in the afternoon, with Jiangbolong's market value reaching 148.2 billion yuan and increasing over 13%, while Baiwei Storage's market value reached 86 billion yuan with a rise of over 17%, both hitting historical highs [5] - According to a report from Counterpoint Research, the storage market has entered a "super bull market" phase, with expectations of a 40%-50% increase in Q1 2026 and an additional 20% increase in Q2 2026 [5] Investment Outlook - Guojin Securities suggests that the A-share market is likely to perform well in the future, driven by marginal improvements in liquidity, which is common during the spring market [9] - Huashan Securities emphasizes that the market's expectations for price stabilization and investment recovery are rising, with overall liquidity being ample and market activity high, which continues to drive market strength [9] - Huajin Securities believes that the slow bull market in A-shares will continue, focusing on growth stocks that are expected to rebound, with technology and cyclical sectors likely to see continued profit growth [9]

Market Overview - The A-share market opened high but closed lower, with all three major indices declining. The Shanghai and Shenzhen markets had a total trading volume of 3.03 trillion, an increase of 120.8 billion compared to the previous trading day. Over 2900 stocks in the market fell [1][6]. Sector Performance - The semiconductor industry chain showed strong performance, with Changdian Technology hitting the daily limit and reaching a 5-year high. Other stocks like Meike Technology, Kangqiang Electronics, and Shenghui Integration also hit the daily limit. The storage chip concept continued to rise in the afternoon, with Bawei Storage and Jiangbolong reaching historical highs. The humanoid robot concept also saw gains, with stocks like Wuzhou Xinchun and Fangzheng Electric hitting the daily limit. The electric grid equipment sector was active, with Siyuan Electric and Guangdian Electric also hitting the daily limit [1]. Declining Sectors - The oil and gas and AI application sectors experienced significant declines, with the AI application sector facing a wave of limit-downs, including stocks like Xinhua Du, Tianxia Xiu, and Visual China [2]. Index Performance - By the close, the Shanghai Composite Index fell by 0.26%, the Shenzhen Component Index decreased by 0.18%, and the ChiNext Index dropped by 0.2% [3][4].

Market Performance - The A-share market experienced a high opening but closed lower, with the Shanghai Composite Index down 0.26% at 4101.91 points, the Shenzhen Component down 0.18% at 14281.08 points, and the ChiNext Index down 0.2% at 3361.02 points. The STAR Market 50 Index rose by 1.35% to 1514.07 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 3.03 trillion yuan, with over 2900 stocks declining [1] Sector Performance - The semiconductor industry chain showed strong performance, with stocks like Changdian Technology hitting the daily limit and reaching a five-year high. Other stocks such as Meige Technology, Kangqiang Electronics, and Shenghui Integration also hit the daily limit [1][4] - The storage chip concept saw a significant rise in the afternoon, with stocks like Baiwei Storage and Jiangbolong reaching historical highs [1] - The human-robot concept gained traction, with stocks like Wuzhou New Spring and Founder Electric hitting the daily limit [1] - The electric grid equipment sector remained active, with stocks like Siyuan Electric and Guangdian Electric also hitting the daily limit [2] Investment Insights - According to Dongfang Securities, the spring market is not over, and a slow bull market is expected to continue. The market is gradually returning to a healthy and rational state, with recent hot sectors experiencing larger corrections [7] - Shenwan Hongyuan noted that the market is currently in a "structural bull" high area, anticipating some corrections but with limited magnitude. They expect a phase of adjustment after the spring market [8] - China International Capital Corporation (CICC) forecasts a continued slowdown in financial growth in the first half of 2026, with a focus on quality over quantity in fiscal policy [8] Notable Developments - The electric grid company is expected to invest 4 trillion yuan during the 14th Five-Year Plan period, a 40% increase from the previous plan, aimed at promoting high-quality development in the new power system supply chain [2] - The carbon fiber sector saw a rise in stocks like Zhongjian Technology and Huayang Co., with the successful production of domestically made T1000-grade carbon fiber, which will be used in various high-tech applications [3] - The optical module concept also saw a resurgence, with stocks like Shijia Technology and Kechuan Technology hitting the daily limit, driven by an increase in long-term shipment expectations for Google's TPU chips [6]